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Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
801
Hurlow Wealth Management Group
Indiana
$370K – – –
IA
802
IFP Advisors
Florida
$369K +$31.6K +164 +9%
CPA
803
Court Place Advisors
Maryland
$368K +$43.3K +225 +13%
BHWM
804
Bar Harbor Wealth Management
New Hampshire
$367K +$28.3K +147 +8%
PI
805
Putnam Investments
Massachusetts
$365K -$1.16M -6,028 -76%
Lido Advisors
806
Lido Advisors
California
$364K -$1.93K -10 -0.5%
Fayez Sarofim & Co
807
Fayez Sarofim & Co
Texas
$362K +$362K +1,878 New
1SB
808
1ST Source Bank
Indiana
$361K – – –
CL
809
COWA LLC
Oklahoma
$361K – – –
VCG
810
Vantage Consulting Group
Virginia
$361K +$135K +700 +60%
BCA
811
Bay Colony Advisors
Massachusetts
$359K -$289K -1,500 -45%
CA
812
Cambridge Advisors
Nebraska
$359K – – –
HI
813
HBK Investments
Texas
$359K +$358K +1,862 New
SB
814
Simmons Bank
Arkansas
$358K – – –
SS
815
Sunbelt Securities
Texas
$358K +$357K +1,855 New
ACM
816
Allred Capital Management
Texas
$358K -$18.7K -97 -5%
FFA
817
Founders Financial Alliance
North Carolina
$357K +$577 +3 +0.2%
CAAS
818
Capital Asset Advisory Services
Michigan
$355K -$30.2K -157 -8%
HBWM
819
Hollow Brook Wealth Management
New York
$355K – – –
SA
820
Strategic Advisors
New York
$354K -$47.7K -248 -12%
CL
821
Choreo LLC
Illinois
$353K – – –
WANY
822
Wealthspire Advisors (New York)
New York
$351K +$73.9K +384 +27%
HCP
823
Hexagon Capital Partners
Arkansas
$351K +$344K +1,786 +4,961%
PMFA
824
Plante Moran Financial Advisors
Michigan
$347K -$45.8K -238 -12%
HPC
825
HM Payson & Co
Maine
$347K – – –